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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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🎉We're mixing flights & finances - Retirement should be savored Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay Space is limited, RSVP required by Sept 12 Chart your financial future while enjoying a delicious flight of beer! Marketplace and Medicare Fundamentals presented by Diane Woodhead, health insurance agent with Woodhead Insurance 🔷Sept. 18 (RSVP by Sept. 12) 5:30 p.m. | Registration and hors d’oeuvres 6 p.m. | Flights of beer and presentation 🔷Click here to RSVP https://bit.ly/4nisIdE Hosted by Thrivent Community and Green Bay Financial Group No products will be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.

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🎉We're mixing flights & finances - Retirement should be savored Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay Space is limited, RSVP required by Sept 12 Chart your financial future while enjoying a delicious flight of beer! Marketplace and Medicare Fundamentals presented by Diane Woodhead, health insurance agent with Woodhead Insurance 🔷Sept. 18 (RSVP by Sept. 12) 5:30 p.m. | Registration and hors d’oeuvres 6 p.m. | Flights of beer and presentation 🔷Click here to RSVP https://bit.ly/4nisIdE Hosted by Thrivent Community and Green Bay Financial Group No products will be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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"Do everything in love." - 1 Corinthians 16:14

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"Do everything in love." - 1 Corinthians 16:14

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Your kids have found independence. Here are six tips to refocus your finances.

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Life insurance can be a planful way to show your dedication to the people you care about—offering them protection and potential for a financial benefit.

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Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?

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Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?

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Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

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Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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